US 12,481,947 B2
System and method for dynamic business workflow monitoring and regulation
Shannon Lekas, Cushing, TX (US); Gerrit Voorhis Lydecker, Jr., Los Angeles, CA (US); Carlos Gustavo Colombo, Oceanside, CA (US); and Ankur Kanti Patel, Thousand Oaks, CA (US)
Assigned to OPENMETHODS, Kansas City, MO (US)
Filed by OpenMethods, Kansas City, MO (US)
Filed on Aug. 9, 2023, as Appl. No. 18/447,274.
Application 18/447,274 is a continuation in part of application No. 18/072,364, filed on Nov. 30, 2022.
Claims priority of provisional application 63/422,906, filed on Nov. 4, 2022.
Prior Publication US 2024/0152840 A1, May 9, 2024
Int. Cl. G06Q 10/0633 (2023.01); G06Q 10/0639 (2023.01); H04M 3/51 (2006.01)
CPC G06Q 10/0633 (2013.01) [G06Q 10/06398 (2013.01); H04M 3/5133 (2013.01); H04M 3/5175 (2013.01)] 4 Claims
OG exemplary drawing
 
1. A system for preventing customer relationship management (CRM) application users from skipping required steps of a CRM workflow for an enterprise, comprising:
a customer relationship management (CRM) workflow engine comprising at least a first plurality of programming instructions stored in a memory of, and operating on at least one processor of, a computing device, wherein the first plurality of programming instructions, when operating on the at least one processor, causes the computing device to:
receive a plurality of application data from a user of a third-party browser-based CRM application, the user associated with the enterprise;
analyze the plurality of third-party browser-based CRM application data to detect a modal event associated with the CRM workflow;
select a modal dialog associated with the detected modal event;
detect a skippable dialog box associated with the modal event displayed by the third-party browser-based CRM application;
retrieve one or more enterprise-specific formatting rules from a database, the one or more enterprise-specific formatting rules comprising formatting rules for the detected skippable dialog box;
format the selected modal dialog based on the one or more enterprise-specific formatting rules to be identical to the detected skippable dialog box;
display the modal dialog overlayed on the detected skippable dialog box such that a user cannot interact with the skippable dialog box;
receive, responsive to the displayed modal dialog, action data from the user;
determine if the action data is valid or invalid for the CRM workflow; and
wherein the modal dialog is repeatedly displayed until the action data is determined to be valid for the CRM workflow.